Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

13October 2019

A Better Way to Manage Expenses

October 13th, 2019|

Are you properly tracking and managing your small business’ expenses? These are costs associated with operating your business. Every business owner practices accounting: from solopreneurs collecting payments to startups paying rent on a coworking space. But if a business owner doesn’t have strong bookkeeping skills or team members lack experience in proper budget management, it can be easy to get in hot water. Many businesses have failed because of overspending [...]

6October 2019

4 Key ratios to look for in your business

October 6th, 2019|

For business owners, it is important to be able to examine the financial structure and health of their business. Although there does not need to be any negative concerns with a business to prompt an owner to want to take a deeper look into the finances of the business, problematic situations may arise that may cause one to perform this task. If a business begins to realize that its cash [...]

22September 2019

The Cure for the Common Finances

September 22nd, 2019|

For over 12 years of providing professional tax advice and helping my clients build financial vision, I’ve found there are three financial principles that are true for most people: The more you make, the more you spend. “Goals not written down are just wishes.” -Fitzhugh Dodson There is a quantifiable, mathematical solution to your financial difficulties, but the price you pay is usually emotional.   The more you make, the [...]

15September 2019

When should you amend your tax return?

September 15th, 2019|

For many taxpayers there is minimal information necessary to file their income taxes. Other taxpayers have multiple sources of income that must be reported, as well as various deductions and credits that must be considered. Regardless of which category you fall into there is a chance that something could have been forgotten or left out, that needed to be included. There could have been information that is required to be [...]

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